Filed February 27, 2023 (most recent of 5 filings on file)
Total covered: 4 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,071 | $69,274+255.2% | $64,097+283.9% | $139,487+76.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.28% | 46.00%-32.7pp | 33.75%-20.5pp | 373.84%-360.6pp |
| Employer contribution / active EE | $12,740 | $3,187+299.7% | $2,750+363.3% | $4,755+168.0% |
| Participant deferral / active EE | $5,804 | $4,685+23.9% | $3,881+49.5% | $6,713-13.5% |
| Admin fee / account holder | $19,620 | $4,247+362.0% | $3,070+539.2% | $11,407+72.0% |